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Aegis Wealth

EST. AUM
$744,112,341

CONTACTS
5

CLIENT ACCOUNTS
516

Firm Details

Metro area Washington, DC
CRD Number 134429
Website aegiswealth.com
Client types

Overview

Wealth management is a highly personal process, and at Aegis Wealth, the firm offers a tailored, holistic approach. A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match. Their perspective is long-term, often multi-generational, and focused on aligning clients' financial decisions with their broader life goals. They coordinate all aspects of their clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning, as well as charitable planning. Their long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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